The Coal Trader
Episodes
Episode 14: Hormuz, Gas Spikes & The "Ayatollah Toll"
01 Apr 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkA massive week for energy markets as geopolitical tensions in the S...
Episode 13: The Hormuz Hedge - Geopolitics Jolt the Coal Markets
16 Mar 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkThe Strait of Hormuz is the story of the week. Geopolitical tension...
Episode 12 - Coal Country Transmission: Market Troughs and M&A Rumors
02 Mar 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkIn this landmark episode, Matt Warder broadcasts "boots on the...
Episode 11 - Shoulder Season Strategies: Met Coal Pullbacks and South African Surges
16 Feb 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkAs the market enters "shoulder season" (the period where ...
Episode 10 - Freezing Grids & Firming Prices: Why Coal is Outperforming Gas in the Deep Freeze
03 Feb 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkMatt Warder and Joe Aldina dive into Episode 10 with a focus on the...
Episode 9 - Met Coal Rips, Europe Gas Spikes, and Coal Stocks Catch Fire
18 Jan 2026
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkMatt Warder and Joe Aldina kick off 2026 with a sharp rally in focu...
Episode 8 – Met Coal Takes the Lead: Prices Surge, Stocks Lag
21 Dec 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkIn Episode 8 of the Coal Trader Podcast, Matt Warder and Joe Aldina...
Episode 7 - Met Coal Pops, Gas Surges: Coal Stocks Wake Up
08 Dec 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkIn Episode 7 Matt and Joe break down the surprise “two-handle” ...
Episode 6 - Rare Earths Jolt Coal: What’s Really Driving Coal Stocks?
24 Nov 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkThermal tightens, met holds firm near $200, and Goldman’s zero-va...
Episode 5 - Thermal Rerate, Warrior’s Beat, and Coal Cycle Math
12 Nov 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkMatt and Joe sit down in person in to rip through a month’s worth...
Episode 4 - Rare Earths Jolt Coal: What’s Really Driving Coal Stocks?
12 Oct 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkA big news week in coal. Matt and Joe run the board: thermal is bas...
Episode 3 - Met Cuts, Thermal Signals & Royalty Shock
22 Sep 2025
Contributed by Lukas
A big news week in coal. Matt and Joe run the board: thermal is basing, met has bounced, and U.S. power/LNG tailwinds support the setup. They also fie...
Episode 2 - Market Check: Thermal Stabilizes, Met Rebounds, Equity Insights
02 Sep 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkMatt and Joe run a quick check on coal: thermal is basing, met has ...
Episode 1: U.S. Thermal vs. Met Coal Markets, Pricing Benchmarks & Equity Insights
28 Jul 2025
Contributed by Lukas
Hosts: Matt Warder & Joe Aldina | Brought to you by the Clear Commodity NetworkTickers Mentioned: $BTU, $ARLP, $AMR, $HCC, $METC, $GLEN.LIn this d...